Letters by company

Azelis Group NV

1 letter discussing AZLGF. Everything written about it on this site is on its ticker page.

Night Watch Investment Management Q3 2026 Update Night Watch Investment Management retained Marex as its largest counter-cyclical position, arguing that volatility-driven earnings, high reinvestment returns and a modest valuation remain underappreciated. The portfolio added Azelis and IMCD, expecting tight petrochemical supply, depleted inventories and renewed chemical demand to support specialty-distribution margins and consolidation. Q3 2026 AZLGF $3.3BIMCDY $6.9BMRX $4.7B